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A predicted final rally amid AI bubble warnings
One commentator calls Friday a warning shot, saying liquidity remains supportive despite his view that AI is a bubble.
TLDR
A market commentator says Friday was a warning shot, not the collapse of what he calls a massive AI bubble. He predicts a final rally, arguing that liquidity remains supportive and the marginal buyer has not disappeared. In his view, the bubble will deflate when liquidity is withdrawn and that buyer disappears.
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